At Howard Hagen PAC & Co. we understand that many high-net worth individuals simply do not have the time or the knowledge to handle their finances in the best possible manner and whilst some may be happy to delegate the responsibility to a personal assistant, there are many who would rather employ the services of a trained professional manage their wealth on their behalf. We also understand that rather than go to the hassle of employing a full-time staff member, many clients would prefer to outsource the work directly to us.
Our multinational employee base allow our client’s to feel comfortable and even with a physical distance between us, our private clients know that they are just a quick phone call away from reaching their fully qualified representative.
No client is alike and that is why our representatives will tailor the highest standard of advice to suit both you and your family’s needs to ensure that your wealth is protected through generations for years to come.
Preparing your own return is risky and time consuming. Let our trusted staff prepare your return to ensure you minimize your overall tax position, utilize all available credits and apply for relevant benefits that you may be entitled to. From a simple tax return with slip income to a business operation or disposition of a property, we have the ability to do it right the first time.
A death in the family always creates hardship. Do not be personally burdened with trying to figure out the complex rules of estate taxes. Our team offers years of experience dealing with estate issues ranging from consultation on will structure, structure of the holdings of assets and preparation of Estate taxes.
Howard Hagen PAC & Co. is positioned to provide detailed advice and representation in all areas of tax dispute resolution.
Whether you are wealthy or in financial hardship, our team will develop a comprehensive plan to manage cash flow, develop budgets and provide suggestions for wealth creation.